CNC vs CVS

Centene Corporation and CVS Health, both Healthcare

CVS Health is the larger company at $125B against $30B. Over the past year CNC returned +160% against +52% for CVS. Ryufin's sector-relative Smart Score puts CNC ahead, 8/10 against 6/10.

Centene Corporation and CVS Healthcompared on valuation, return and Ryufin’s Smart Score
FigureCNCCVS
Last close$65.47$94.30
Market cap$30B$125B
Trailing P/Elower is cheaper for the same earnings, not automatically bettern/a24.8
Dividend yieldn/a2.8%
1-year return+160%+52%
5-year return-4.6%+34%
Ryufin Smart Scoresector-relative, 1–108/106/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Centene Corporation

Revenue of $54B in Q2 2026, net income $1.1B. Its largest reported line is Medicaid, 54% of the disclosed total.

CVS Health

Revenue of $106B in Q2 2026, net income $3.0B. Its largest reported line is Health Services, 42% of the disclosed total.

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